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AXCELIS TECHNOLOGIES INC（ACLS）与PROGRESS SOFTWARE CORP（PRGS）财务数据对比。点击上方公司名可切换其他公司
PROGRESS SOFTWARE CORP的季度营收约是AXCELIS TECHNOLOGIES INC的1.1倍（$252.7M vs $238.3M），AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs 10.2%，领先4.2%），PROGRESS SOFTWARE CORP同比增速更快（17.5% vs -5.6%），PROGRESS SOFTWARE CORP自由现金流更多（$59.9M vs $-8.9M），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% vs -2.8%）
Axcelis Technologies是一家美国半导体设备供应商，1995年成立，总部位于美国马萨诸塞州贝弗利。公司面向全球半导体制造行业，从事半导体生产核心设备的设计、制造及服务，主营产品包括高中电流、高能离子注入系统以及半导体芯片制造用固化系统。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
ACLS vs PRGS — 直观对比
营收规模更大
PRGS
是对方的1.1倍
$238.3M
营收增速更快
PRGS
高出23.1%
-5.6%
净利率更高
ACLS
高出4.2%
10.2%
自由现金流更多
PRGS
多$68.8M
$-8.9M
两年增速更快
PRGS
近两年复合增速
-2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $252.7M |
| 净利润 | $34.3M | $25.7M |
| 毛利率 | 47.0% | 81.6% |
| 营业利润率 | 15.2% | 15.2% |
| 净利率 | 14.4% | 10.2% |
| 营收同比 | -5.6% | 17.5% |
| 净利润同比 | -31.3% | 2144.6% |
| 每股收益（稀释后） | $1.11 | $0.59 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACLSPRGS
| Q4 25 | $238.3M | $252.7M | ||
| Q3 25 | $213.6M | $249.8M | ||
| Q2 25 | $194.5M | $237.4M | ||
| Q1 25 | $192.6M | $238.0M | ||
| Q4 24 | $252.4M | $215.0M | ||
| Q3 24 | $256.6M | $178.7M | ||
| Q2 24 | $256.5M | $175.1M | ||
| Q1 24 | $252.4M | $184.7M |
净利润ACLSPRGS
| Q4 25 | $34.3M | $25.7M | ||
| Q3 25 | $26.0M | $19.4M | ||
| Q2 25 | $31.4M | $17.0M | ||
| Q1 25 | $28.6M | $10.9M | ||
| Q4 24 | $50.0M | $1.1M | ||
| Q3 24 | $48.6M | $28.5M | ||
| Q2 24 | $50.9M | $16.2M | ||
| Q1 24 | $51.6M | $22.6M |
毛利率ACLSPRGS
| Q4 25 | 47.0% | 81.6% | ||
| Q3 25 | 41.6% | 81.0% | ||
| Q2 25 | 44.9% | 80.1% | ||
| Q1 25 | 46.1% | 80.6% | ||
| Q4 24 | 46.0% | 83.0% | ||
| Q3 24 | 42.9% | 83.7% | ||
| Q2 24 | 43.8% | 81.7% | ||
| Q1 24 | 46.0% | 82.2% |
营业利润率ACLSPRGS
| Q4 25 | 15.2% | 15.2% | ||
| Q3 25 | 11.7% | 17.6% | ||
| Q2 25 | 14.9% | 16.3% | ||
| Q1 25 | 15.1% | 13.6% | ||
| Q4 24 | 21.6% | 10.0% | ||
| Q3 24 | 18.3% | 22.6% | ||
| Q2 24 | 20.6% | 15.5% | ||
| Q1 24 | 22.4% | 19.0% |
净利率ACLSPRGS
| Q4 25 | 14.4% | 10.2% | ||
| Q3 25 | 12.2% | 7.8% | ||
| Q2 25 | 16.1% | 7.2% | ||
| Q1 25 | 14.8% | 4.6% | ||
| Q4 24 | 19.8% | 0.5% | ||
| Q3 24 | 18.9% | 15.9% | ||
| Q2 24 | 19.8% | 9.2% | ||
| Q1 24 | 20.4% | 12.3% |
每股收益（稀释后）ACLSPRGS
| Q4 25 | $1.11 | $0.59 | ||
| Q3 25 | $0.83 | $0.44 | ||
| Q2 25 | $0.98 | $0.39 | ||
| Q1 25 | $0.88 | $0.24 | ||
| Q4 24 | $1.54 | $0.01 | ||
| Q3 24 | $1.49 | $0.65 | ||
| Q2 24 | $1.55 | $0.37 | ||
| Q1 24 | $1.57 | $0.51 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $374.3M | $94.8M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $1.0B | $478.3M |
| 总资产 | $1.4B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资ACLSPRGS
| Q4 25 | $374.3M | $94.8M | ||
| Q3 25 | $449.6M | $99.0M | ||
| Q2 25 | $549.8M | $102.0M | ||
| Q1 25 | $587.1M | $124.2M | ||
| Q4 24 | $571.3M | $118.1M | ||
| Q3 24 | $579.4M | $232.7M | ||
| Q2 24 | $548.3M | $190.4M | ||
| Q1 24 | $530.2M | $133.2M |
总债务ACLSPRGS
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLSPRGS
| Q4 25 | $1.0B | $478.3M | ||
| Q3 25 | $1.0B | $477.7M | ||
| Q2 25 | $1.0B | $452.7M | ||
| Q1 25 | $1.0B | $431.8M | ||
| Q4 24 | $1.0B | $438.8M | ||
| Q3 24 | $975.6M | $425.6M | ||
| Q2 24 | $934.9M | $401.7M | ||
| Q1 24 | $901.7M | $461.7M |
总资产ACLSPRGS
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.3B | $2.5B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.3B | $1.5B |
负债/权益比ACLSPRGS
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 3.22× | ||
| Q1 25 | — | 3.50× | ||
| Q4 24 | — | 3.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-6.6M | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $59.9M |
| 自由现金流率自由现金流/营收 | -3.7% | 23.7% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 现金转化率经营现金流/净利润 | -0.19× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $107.0M | $229.5M |
8季度趋势，按日历期对齐
经营现金流ACLSPRGS
| Q4 25 | $-6.6M | $62.8M | ||
| Q3 25 | $45.4M | $73.4M | ||
| Q2 25 | $39.7M | $30.0M | ||
| Q1 25 | $39.8M | $68.9M | ||
| Q4 24 | $12.8M | $19.7M | ||
| Q3 24 | $45.7M | $57.7M | ||
| Q2 24 | $40.1M | $63.7M | ||
| Q1 24 | $42.2M | $70.5M |
自由现金流ACLSPRGS
| Q4 25 | $-8.9M | $59.9M | ||
| Q3 25 | $43.3M | $72.4M | ||
| Q2 25 | $37.7M | $29.5M | ||
| Q1 25 | $34.8M | $67.7M | ||
| Q4 24 | $8.1M | $16.8M | ||
| Q3 24 | $41.8M | $56.6M | ||
| Q2 24 | $38.1M | $62.7M | ||
| Q1 24 | $40.6M | $70.2M |
自由现金流率ACLSPRGS
| Q4 25 | -3.7% | 23.7% | ||
| Q3 25 | 20.3% | 29.0% | ||
| Q2 25 | 19.4% | 12.4% | ||
| Q1 25 | 18.1% | 28.4% | ||
| Q4 24 | 3.2% | 7.8% | ||
| Q3 24 | 16.3% | 31.7% | ||
| Q2 24 | 14.8% | 35.8% | ||
| Q1 24 | 16.1% | 38.0% |
资本支出强度ACLSPRGS
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.9% | 0.4% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 1.8% | 1.3% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.5% | ||
| Q1 24 | 0.6% | 0.2% |
现金转化率ACLSPRGS
| Q4 25 | -0.19× | 2.44× | ||
| Q3 25 | 1.75× | 3.78× | ||
| Q2 25 | 1.27× | 1.76× | ||
| Q1 25 | 1.39× | 6.30× | ||
| Q4 24 | 0.26× | 17.13× | ||
| Q3 24 | 0.94× | 2.03× | ||
| Q2 24 | 0.79× | 3.93× | ||
| Q1 24 | 0.82× | 3.11× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
